Pacific Capital's Podcast Playlist

On this week’s episode, Casey sits down Chad Willardson - Chad shares his inspiring journey of building a successful wealth management business from the ground up, emphasizing the importance of adding value, maintaining integrity, and fostering positive relationships.

Chad reveals his unique approach to helping others overcome their fears, illustrated by a moving story of encouraging a stranger to take a leap of faith. We delve into the critical distinctions between building and preserving wealth, the significance of focusing on what you do best, and the power of giving while living. Chad also discusses the role of faith, family, and personal growth in achieving a fulfilling and successful life.

Whether you’re an aspiring entrepreneur, a seasoned business owner, or someone looking to better manage your finances, this episode is packed with practical wisdom and profound insights. Tune in to discover how to harness your fears, invest with confidence, and build a legacy of wealth and purpose.

The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security.

This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety.

Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund.

Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements.

In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements.

Hosted on Acast. See acast.com/privacy for more information.

• The inspiration and development behind the GravyStack app
• Practical steps for parents to teach their kids about money
• The importance of creating a family mission statement and financial values

• [00:02:27] Financial education and entrepreneurship for kids
• [00:04:29] Teaching kids about money at home vs. school
• [00:06:03] Practical tips: No allowance, earning through chores
• [00:09:11] Integrating GravyStack methodologies into family life
• [00:11:07] Starting financial education early
• [00:12:01] Long-term vision for GravyStack and financial literacy impact
• [00:14:13] Practical steps for parents to get started

1. Kids learn about money through observation and practical experience.
2. Stop giving allowances; instead, offer opportunities to earn.
3. Create a family mission statement and discuss financial values regularly.

Useful Links

Connect with Jason Gabrieli: LinkedIn

Connect with Chad Willardson: LinkedIn

Like what you’ve heard…

Learn more about HFM HERE

Schedule time to speak with us HERE

Check out our Financial Wellness Program – HFM Ignite

The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author.

In fact, Chad’s story is proof that thinking like an entrepreneur can take you far in the fund world–and beyond. But can this mindset be learned and developed? Find out in today’s episode.

Plus, hear Chad’s full backstory and learn: 

• Why advisors who think like entrepreneurs stand out to high-net-worth clients 
• The hidden benefit of his LinkedIn presence: how he’s able to pass off sales meetings to his team almost entirely thanks to the strong trust he’s built on social 
• His tips and tricks for balancing entrepreneurship and family life 

About Chad Willardson:

Chad Willardson is the President and Founder of Platinum Elevated, an exclusive coaching program where he helps entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow, and freeing up a ton of their time.

In 2011, Chad founded Pacific Capital, a family office specializing in wealth management for high-net-worth entrepreneurs. Chad's currently responsible for investing $1.5 billion dollars as a fiduciary. Before founding Pacific Capital, he spent nine years at Merrill Lynch, ranking in the top 2% of over 16,000 advisors nationwide.

Chad is a 5X best-selling author and Co-Host of The Smart Money Parenting Show, a podcast ranking in at #2 Apple for Parenting, Kids & Family. He is a Certified Financial Fiduciary® and Accredited Wealth Manager who also writes for Entrepreneur and Forbes. Chad earned his degree in Economics from Brigham Young University

Resources Mentioned in This Episode: 

Books: Wealth Wired Differently by Chad Willardson,10x Is Easier than 2x: by Dan Sullivan, Dr. Benjamin Hardy, et al.

Songs: Imagine Dragons - Thunder, Guns N' Roses - Paradise City

---
Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Ever wish you could unlock true wealth and fulfilment?

We all want financial abundance, but few understand how to genuinely achieve it while living an extraordinary life.

Join Trav Bell as he interviews Chad Willardson - entrepreneur, financial coach to the ultra-wealthy, author, and modern renaissance man. Discover Chad's philosophies on smart money management, raising financially literate kids, and leveraging wealth to pursue your dreams (like paragliding the Swiss Alps or swimming with sharks!). He shares insights from his latest book "Wealth Wired Differently" and his decade-long book writing commitment.

But it's about more than just money. Learn Chad's "Elevated" coaching system designed to help entrepreneurs shatter limits and live a Bucket List Life.
If you want the blueprint for creating sustained wealth while adventuring full-out, don't miss this conversation. Get ready for a mindset shift!


Episode Highlights: 

• Escape the Stress of Money Worries Once and for All
• Parenting Hacks to Raise Financially Responsible and Successful Kids
• Strategies High Earners Employ to Achieve Explosive Growth
• The Ruthless Secret for Explosive 10X Life Growth
• Why Building an Empowering Family Legacy is Vital
• The Powerful Connection Between Health and Wealth
• Master the Art of Leverage and Multiplying Results Effortlessly
• How to Reignite Your Purpose and Avoid the Trap of Complacency

Connect with Chad Willardson:
Website - http://www.chadwillardson.com/
Instagram - https://www.instagram.com/chad.willardson/
LinkedIn - https://www.linkedin.com/in/chadwillardson/
Pacific Capital - https://pacificcapital.com/
Platinum Elevated - https://platinumelevated.com/
Books - https://www.amazon.com/stores/author/B08J7TQ3WZ

Connect with Trav Bell:
Website - https://www.thebucketlistguy.com/
LinkedIn - https://www.linkedin.com/in/travbell/
Facebook - https://www.facebook.com/thebucketlistguy
Twitter - https://twitter.com/TravBell
Instagram - https://www.instagram.com/bucketlistguy.travbell/
YouTube - https://www.youtube.com/user/TheBucketListGuy2011
Podcast - https://podcasts.apple.com/us/podcast/the-bucket-list-life-helping-you-build-a-life-by-design/id1712886116
Book - www.thebucketlistguy.com/book

Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch to founding his own firm and sheds light on the rollercoaster ride of managing finances for entrepreneurs.

Chad highlights the value of cultivating good financial habits, no matter where you are on your wealth journey.

Today we discuss:

• Chad's background, including nine years at Merrill Lynch and founding Pacific Capital in 2011
• Chad's clientele, focusing on entrepreneurs with at least $10 million to invest
• The unique financial needs and challenges of entrepreneurs
• How entrepreneurs typically have a higher risk tolerance and unique approach to financial planning
• The asset-rich but cash-poor nature of many entrepreneurs
• The perpetual entrepreneurial mindset and generational wealth transfer
• The importance of financial education and family planning to navigate wealth responsibly
• Cultivating financial discipline and good habits at any stage of wealth accumulation

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Phil Weiss | Apprise Wealth Management

Follow on Facebook: https://www.facebook.com/moneytreepodcast

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter/X: https://x.com/MTIPodcast

For more information, visit the show notes at https://moneytreepodcast.com/financial-habits-for-entrepreneurs-chad-willardson-608

Entrepreneurs and financial professionals often struggle with a disconnect in communication and understanding. Financial advice typically follows a conventional path that doesn't align well with the dynamic, unpredictable nature of entrepreneurship. This mismatch can lead to entrepreneurs feeling restricted, misunderstood, and poorly served by financial advisors who lack entrepreneurial experience.

In this episode of the Exponential Insights series, Chad Willardson, founder and CEO of PACIFIC CAPITAL, and author of  "Wealth Wired Differently," joins the show offering insights tailored to the unique mindset and challenges of entrepreneurs, encouraging financial professionals to adapt their strategies to better serve this distinct group.

Join us as we discuss:

-The Entrepreneurial Mindset and Financial Advice (04:20)

-Finding Your Niche in Financial Services (12:54)

-Practical Advice for Community Financial Institutions (23:14)

You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. 

Hosted on Ausha. See ausha.co/privacy-policy for more information.

#StorycomicPresents #ChadWillardson #WealthWiredDifferently #EntrepreneurFinance #FinancialAdvice #EntrepreneurLife #BusinessSuccess #FinancialFreedom #Entrepreneurship #BestsellingAuthor #FinancialExpert #InnovativeThinking #BusinessGrowth #WealthManagement #StrategicFinance

In Episode 356 of Storycomic Presents, host Barney Smith welcomes Chad Willardson, renowned author and financial expert, to discuss his new book, 'Wealth Wired Differently.' Chad, who has built a successful career advising entrepreneurs and managing substantial investment portfolios, shares invaluable insights tailored for the entrepreneurial mindset.

'Wealth Wired Differently' addresses the specific financial challenges and opportunities that entrepreneurs face, distinguishing their needs from those of traditional clients. Chad elaborates on the seven advantages that entrepreneurs can leverage when they receive advice from advisors who themselves have entrepreneurial experience. His book argues that conventional financial planning does not suit the dynamic, risk-embracing nature of entrepreneurs who thrive on innovation and non-conformity.

Throughout the interview, Chad delves into why understanding the entrepreneur's personal and professional world is crucial for effective financial planning. He provides practical advice on aligning financial strategies with the broader vision entrepreneurs hold for their lives and businesses.

Listeners will come away with a deeper understanding of how tailored financial advice can not only protect but also enhance their entrepreneurial ventures. Chad’s approach helps bridge the gap between entrepreneurial drive and financial acumen, ensuring that financial strategies propel rather than constrain the visionary goals of business creators.

The Title sequence was designed and created by Morgan Quaid.

See more of Morgan’s Work at: https://morganquaid.com/

Storycomic Logo designed by Gregory Giordano

See more of Greg’s work at: https://www.instagram.com/gregory_c_giordano_art/

Want to start your own podcast?  Click on the link to get started:

Follow us:

Are you curious to see the video version of this interview?  It's on our website too! www.storycomic.com

www.patreon.com/storycomic

www.facebook.com/storycomic1

https://www.instagram.com/storycomic/

https://twitter.com/storycomic1

For information on being a guest or curious to learn more about Storycomic? Contact us at [email protected]

Thank you to our Founders Club Patrons, Higgins802, Von Allan, Stephanie Nina Pitsirilos, Marek Bennett, and Matt & Therese. Check out their fantastic work at:

https://marekbennett.com/

https://www.hexapus-ink.com/

https://www.stephanieninapitsirilos.com/

https://www.vonallan.com/

https://higgins802.com/

https://shewstone.com/

Also to Michael Winn who is a member of our Founders Club!

Send us Fan Mail

Chad Willardson is an accomplished entrepreneur and philanthropist. He talks Preston and Tom through his early struggles with rejection and doors closed in his face, to giving talks on his business success and holistic approach to mental health in the business world. He touches on his unique parenting style in the modern age of social media and technology. This is a must listen for young and old professionals and parents alike.

Chad Willardson is quickly becoming a legend in our circle. Chad is the Founder and President of Pacific Capital, a 4x best-selling author, co-founder of GravyStack and co-host of The Smart Money Parenting Show, which is the #2 podcast on Apple for Parenting, Kids & Family. I'm thrilled to have him back on the podcast today.

If you're not familiar with Chad, do yourself a favor and check out the FRD episode from last year. And if you'd like to get more familiar with Chad you'll have a chance at our next Online Summit on January 25, 2023 where he'll be one of our guest speakers.

In this conversation, we talk about how he recently met up with Tony Robbins, his brand new coaching program called Platinum Elevated and we'll also dig into his new book, Fit for Wealth.

This is a jam packed episode with great advice on getting and staying fit and the healthy habits that make it happen. Enjoy!

A Wide-Ranging Conversation Through…

• Zooming with Tony Robbins about GravyStack
• Launching the Platinum Elevated coaching program
• Fulfillment in helping others with breakthroughs
• Getting Fit for Wealth
• Recharging your motor with better sleep and diet
• Good habits are contagious
• Making 2024 an EPIC year of transformation

Get the Full Show Notes

Want access to the full show notes, including links to all resources mentioned during today's conversation? Visit FrontRowDads.com/420

More About Front Row Dads

Connect with us @ FrontRowDads.com & Instagram

Want to hang out with other FRDs in Austin? Watch this 3-min video from our last Front Row Dads Live event. Tickets avail now for December's event.

Not able to travel? We got you. Join our next online event, built just for kickass dads who know there's more to learn. FrontRowDads.com/summit

FRD is solving a huge problem for dads. Our culture has turned "Dad" into a joke. Go ahead, google Dad and you'll find Dad Bod, Dad Jokes, Dad Weed, etc. Culturally, it's a Homer Simpson mentality, and it's BS.

Our community is built for solid men. Men with range. Those who are badass, and know there's still more to learn, together.

Most guys find it hard to find "their crew." Finding other committed men, who are successful in life, and want to put family first – these guys are rare. Is this you?

In FRD, hundreds of men from all over the world show up for each other, to share resources and raise the bar of fatherhood (our core values)

If you're reading this, you want to grow. Podcasts are great, but guys… when you're ready to stop just listening to content, and want to JOIN the conversations – the FRD brotherhood is ready for you.

One more thing…

Has this podcast helped you? If so, please tell us how we're doing. Please take a minute and leave a review. Seriously, they matter. Apple Podcasts, Spotify, or wherever you listen.

Subscribe to this show on Apple Podcasts | Google Podcasts | Spotify

Pacific Capital President & Founder Chad Willardson helps 8- and 9-figure entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow, and freeing up their time. 

In this episode of The Game Changing Attorney Podcast, Chad sits down with Crisp Founder & CEO Michael Mogill to discuss:

Links & Resources